Louis Castaneda
Current student of the University of California Riverside majoring in political science & international affairs.
Professionally experienced in financial services with a focus on retail & business banking.
Relevant coursework includes macroeconomics, foreign policy, economic development, and computing.
Experience
Relationship Associate
• Developed relationships with business owners and corporate executives.
• Accountable for satisfaction and retention of assigned portfolio through client ownership.
• Served as liaison between the operations team and wealth management, treasury management, and business development officers.
Loan Processor
• Analyzed and interpreted financial data for the preparation of loan documentation and submission.
• Responsible for processing loan applications and gathering required documents as indicated by loan officer.
• Proactively cross-sell loan insurance products.
Personal Banker
• Provided knowledge of banking products and services and consulted with new clients.
• Developed consumer and commercial prospects through lead generation, calls, and personal acquisition.
• Responsible for offering and selling financial products and services.
Education
University of California, Riverside
Mt. San Antonio College
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